Adding Company Contacts in the SMS (Maximise)

Adding Company Contacts in the SMS (Maximise)

OVERVIEW

In this tutorial, we will show users how to add company contacts. In the Maximise version of the Company Portal, you can now add multiple contacts.  When a contact person is added, this creates their user access to the Company Portal. Moreover, you can also give your companies the ability to add their people as contacts.

Navigation Instruction:

Perform the actions in our interactive tutorial below, or use the buttons on the left portion to change to scroll, slideshow or watch view.







1. In the SMS, go to Companies. 
2. Select the company from your list of companies. 
3. Navigate through Contacts.
4. Click New.



5. Enter the contact person's Email. This will be the contact's username when they login to the Company Portal.
6. Create a Password. This will be the contact's password when they login to the Company Portal. 
7. Enter the contact person's First Name.
8. Enter the contact person's Surname.
9. Determine the contact Type. 
There are three types of Contact: Key, Finance, Standard. This will be used when assigning tasks to specific contact types.
10. Click Save to add your Contact. 



IMPORTANT
  1. Multiple contacts can be added and each contact has their own login to the Company Portal. 
  2. In the Company Settings, Allow Adding of Contacts must be enabled to permit companies from adding their people as contacts. Otherwise, only your organisation can add company contacts.

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